Portfolio Timing Service


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CRD #111047
SEC #801-37540
AUM $180.1 MM (100% Disc, 100% US)
Employees10 (20% Investors, 20% Brokers)
Address565 Washington Avenue
North Haven, CT 06473
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Atrato Asset Management LLC
UT 0.2
St Johns Investment Management Co
FL 0.2
Compound Family Offices LLC
FL 0.2
Chessman Wealth Strategies Inc
TX 0.2
Eastover Investment Advisors LLC
NC 0.2
ODER Investment Management LLC
CA 0.2
Kingston Investment Counsel Inc
KY 0.2
Asymmetric Capital Management LLC
CA 0.2
Singer Potito Associates Inc
MA 0.2
Paulson Wealth Management Inc
IL 0.2
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